McNamara Financial Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

McNamara Financial Services’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.1M	Buy	382,700 +5,728	+2%	+$524K	6.05%	5
2026 Q1	$34.5M	Buy	376,972 +54,413	+17%	+$4.98M	6.54%	4
2025 Q4	$29.5M	Buy	322,559 +2,140	+0.7%	+$196K	5.59%	6
2025 Q3	$29.4M	Buy	320,419 +18,816	+6%	+$1.72M	5.46%	5
2025 Q2	$27.7M	Buy	301,603 +31,916	+12%	+$2.92M	5.48%	5
2025 Q1	$24.7M	Buy	269,687 +101,044	+60%	+$9.25M	5.32%	5
2024 Q4	$15.4M	Sell	168,643 -1,560	-0.9%	-$143K	3.63%	8
2024 Q3	$15.6M	Sell	170,203 -9,272	-5%	-$850K	3.08%	8
2024 Q2	$16.5M	Sell	179,475 -47,784	-21%	-$4.38M	3.48%	8
2024 Q1	$20.9M	Sell	227,259 -31,588	-12%	-$2.89M	4.46%	7
2023 Q4	$23.7M	Buy	258,847 +127,168	+97%	+$11.6M	5.29%	5
2023 Q3	$12.1M	Sell	131,679 -2,251	-2%	-$206K	3.02%	8
2023 Q2	$12.3M	Sell	133,930 -10,333	-7%	-$947K	2.94%	8
2023 Q1	$13.2M	Buy	144,263 +44,540	+45%	+$4.08M	3.3%	8
2022 Q4	$9.12M	Sell	99,723 -6,536	-6%	-$598K	2.42%	8
2022 Q3	$9.73M	Buy	106,259 +1,239	+1%	+$113K	2.8%	8
2022 Q2	$9.61M	Sell	105,020 -11,640	-10%	-$1.06M	2.72%	8
2022 Q1	$10.7M	Buy	116,660 +12	+0%	+$1.1K	2.89%	7
2021 Q4	$10.7M	Sell	116,648 -2,356	-2%	-$215K	2.78%	7
2021 Q3	$10.9M	Sell	119,004 -4,597	-4%	-$420K	2.98%	7
2021 Q2	$11.3M	Sell	123,601 -14,173	-10%	-$1.3M	3.12%	7
2021 Q1	$12.6M	Buy	137,774 +6,218	+5%	+$569K	3.85%	7
2020 Q4	$12M	Hold	131,556	–	–	4.08%	7
2020 Q3	$12M	Sell	131,556 -1,953	-1%	-$179K	4.07%	7
2020 Q2	$12.2M	Buy	133,509 +320	+0.2%	+$29.3K	4.37%	6
2020 Q1	$12.2M	Buy	133,189 +11,427	+9%	+$1.05M	5.01%	6
2019 Q4	$11.1M	Buy	121,762 +6,551	+6%	+$599K	4.13%	8
2019 Q3	$10.6M	Buy	115,211 +15,690	+16%	+$1.44M	4.28%	6
2019 Q2	$9.12M	Buy	99,521 +6,139	+7%	+$562K	3.81%	7
2019 Q1	$8.54M	Buy	93,382 +11,678	+14%	+$1.07M	3.97%	7
2018 Q4	$7.48M	Sell	81,704 -107	-0.1%	-$9.79K	3.16%	7
2018 Q3	$7.49M	Buy	81,811 +19,527	+31%	+$1.79M	3.16%	7
2018 Q2	$5.7M	Buy	+62,284	New	+$5.7M	2.51%	9

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

McNamara Financial Services's BIL Position: Q2 2026 in Review

McNamara Financial Services increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.5% in Q2 2026, buying an estimated $524K and bringing the position to 382,700 shares worth $35.1M. The position accounts for 6.05% of the portfolio, ranked #5.

McNamara Financial Services first reported a position in BIL in Q2 2018 and has held it in 33 quarters since. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

McNamara Financial Services held 382,700 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $35.1M as of Q2 2026.
McNamara Financial Services bought 5,728 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $524K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 6.05% of McNamara Financial Services's portfolio in Q2 2026, its #5 holding.
McNamara Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2018 and has held it in 33 quarters since.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.